CSS Investments – A modern broker with traditional values.

34

 

CSS Investments Ltd are award winning Stockbroking business based in London. CSS Investments’ expertise is helping investors build customised portfolio plans that fit their unique Investment objectives.
We provide advisory and execution only investment services, as well as producing analysis & research on today’s fast-moving financial markets. We aim to give the help you need to achieve more from your investments.
You have different ideas of your future financial landscape compared to others and CSS are unique because we understand that. Our strength comes from a business shaped around individuals.
You are an individual, not just a number. We look at where you are now, where you want to go and together we structure a plan to help get you there. Our adviser/client ratio is low, you are greeted by name, your objectives understood and any advice tailored to your specific goals. We do not give blanket and vague guidance.

At CSS we have pooled a team of experienced and talented advisers, analysts and senior industry practitioners. Each draws on their unique experience to deliver a professional trading experience to you individually. We pride ourselves on our client experience and service, we fully embrace the FCA’s Treating Customers Fairly initiative.

With the aid of a variety of investment tools our advisers work in partnership with you in order to assist you in reaching your investment objectives.

Our advisory service is for those that want to remain in full control of their portfolio but would like a personalised partnership with one of our Stockbrokers in London. Our clients are informed, confident and have clear goals they wish to achieve with their portfolio.

Whether you are starting from scratch or would like us to advise on an existing portfolio of stocks, we will shape an approach around what you want, enabling us to provide you with a truly bespoke client experience.

So, what do you get with the CSS Advisory Service?

  • We create a thorough Client Profile to ensure the broker has a deep understanding of your objectives.
  • Advise you on portfolio design, structure and allocation by providing on-going management to help reach your goals.
  • Monthly account statements and the ability to carry out portfolio reviews to assess performance in accordance to your objectives.
  • Stock recommendations tailored to your goals that align with your portfolio, from somebody you can trust.
  • The ability to trade across a wide range of investment products and receive our guidance, whilst always remaining in complete control of the execution of trades – giving you guidance, whilst you maintain control.
  • Direct access to your Stock Broker to discuss ideas and get their investment advice.

How do you deal?

It’s totally up to you. Your broker can call when there is research which might benefit your portfolio, alternatively you can call your adviser and ask for their thoughts on an idea. You set the parameters of your relationship. It can all be done over the phone or email, but you can also access your account on your smartphone, tablet or desktop.

How do you get started?

If you want to know about how our service could help your portfolio develop, call us today and speak with an Account Executive to help answer your questions… 0207 153 1120.

Risk Warning

Trading in the products and services offered by Collins Sarri Statham Investments Ltd (CSS) may, result in losses as well as profits as the value of investments may go down as well as up. You may not get back the full amount you have invested. Any reference to past performance should not be viewed as an indication of any future performance. Investments held in overseas markets are subject to the effects of changes in exchange rates which will impact on the value of the underlying investment. Investments made in AIM and penny shares carry an increased risk due to the difficulty in creating a market in these shares. There may be a substantial difference in the buy and sell price. Leveraged products such as Contracts for Difference (CFDs), derivatives, commodities & Foreign Exchange (FX), carry a higher risk to your capital. CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage.

Collins Sarri Statham Investments Ltd. is authorised and regulated by the Financial Conduct Authority No. 483868
Registered in England and Wales Company No. 6539190